AssetMark Inc’s WisdomTree Trust WisdomTree Japan Opportunities Fund OPPJ Stock Holding History

AssetMark Inc’s Portfolio OPPJ Stock Details OPPJ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-41	Closed	-$2.23K	–	3584
2026 Q1	$2.23K	Hold	41	–	–	﹤0.01%	2827
2025 Q4	$1.9K	Hold	41	–	–	﹤0.01%	2785
2025 Q3	$1.71K	Buy	+41	New	+$1.6K	﹤0.01%	2657
2017 Q1	–	Sell	-46	Closed	-$1K	–	1303
2016 Q4	$1K	Buy	+46	New	+$783	﹤0.01%	1182

Other funds holding OPPJ

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Berkeley Inc Boise, Idaho $319M AUM 13.1% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Channel Wealth Santa Barbara, California $446M AUM 18.1% 1-Year Est. Return

SAW

Signal Advisors Wealth Detroit, Michigan $2.27B AUM 16.1% 1-Year Est. Return

TAGStone Capital Charlotte, North Carolina $315M AUM 18.31% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SPIA

Steward Partners Investment Advisory New York $19.6B AUM 29.84% 1-Year Est. Return

AssetMark Inc's OPPJ Position: Q2 2026 in Review

AssetMark Inc sold out of WisdomTree Trust WisdomTree Japan Opportunities Fund (OPPJ) in Q2 2026, closing a stake of 41 shares — an estimated $2.23K sold.

AssetMark Inc first reported a position in OPPJ in Q4 2016 and held it in 4 quarters. The position peaked at $2.23K in Q1 2026. 77 funds tracked by Wall St. Rank hold OPPJ as of Q2 2026.

AssetMark Inc reported no remaining WisdomTree Trust WisdomTree Japan Opportunities Fund position as of Q2 2026 after selling out during the quarter.
AssetMark Inc sold 41 WisdomTree Trust WisdomTree Japan Opportunities Fund shares in Q2 2026, an estimated $2.23K.
AssetMark Inc first reported a position in WisdomTree Trust WisdomTree Japan Opportunities Fund in Q4 2016 and held it in 4 quarters.
AssetMark Inc's WisdomTree Trust WisdomTree Japan Opportunities Fund position peaked at $2.23K in Q1 2026.
77 funds tracked by Wall St. Rank held WisdomTree Trust WisdomTree Japan Opportunities Fund as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.